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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,424 | $102,638+27.1% | $81,982+59.1% | $158,982-18.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 19.36% | 61.05%-41.7pp | 41.31%-22.0pp | 302.99%-283.6pp |
| Employer contribution / active EE | $4,245 | $3,241+31.0% | $2,498+69.9% | $4,763-10.9% |
| Participant deferral / active EE | $5,465 | $4,649+17.6% | $3,722+46.8% | $5,983-8.7% |
| Admin fee / account holder | $56 | $8,237-99.3% | $5,665-99.0% | $11,252-99.5% |